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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,348 | $102,393+54.6% | $147,041+7.7% | $80,911+95.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 15.12% | 134.95%-119.8pp | 419.21%-404.1pp | 35.63%-20.5pp |
| Employer contribution / active EE | $3,745 | $3,715+0.8% | $4,935-24.1% | $2,756+35.9% |
| Participant deferral / active EE | $10,128 | $6,647+52.4% | $8,071+25.5% | $4,297+135.7% |
| Admin fee / account holder | $5,492 | $7,943-30.9% | $13,006-57.8% | $6,935-20.8% |